Bento for One - The power of retainers for your business

Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free ‘Better Business’ webcasts to support and educate advisers.

If you have clients who use your business on a regular basis find out how retainers can establish real and lasting value for your business and create customer loyalty.

Whilst retainers are commonplace in many service professions their adoption has been slow in financial services.

Panacea and Glassagh Consulting will explore with you:

- What a retainer programme could look like for your business
- The power of retainers in establishing long term client loyalty
- Why retainers makes you attractive as a strategic alliance for other professionals
- Why retainers can be your Trail of the future

Edward De Bono the renowned business coach and creative thinker was recently asked “what is the most important piece of advice for businesses in our challenging times”, the answer he gave was “appoint a Chief Ideas Officer”!

Great ideas can save time, improve processes, make you work smarter but more importantly they can make a business more profitable.

The hard part is coming up with those ideas that’s why a clever tactic is to make sure you utilise business ideas that have worked for others in the past and make them work for you.

How many of your great ideas have you taken forward? Glassagh Consulting and panacea adviser will show techniques to make your ideas part of your action plan and goals for 2017.

This 40 minute session will begin at 1pm on Monday 19th December, make sure you book your place now.

As we move towards 2017 we all need to consider what our businesses will look like in this new landscape. It's vital we all have an action plan to take our ideas forward. In the first of a three part series, Panacea Adviser and Glassagh consulting will look at how you can:

- Define the key opportunities for you and your clients in 2017
- Set yourself the goals to take your business forward and most importantly
- Start to draft your 2017 business action plan

This 30 minute session and is one not to miss and can help any business no matter their experience.

Good solid relationships with the right solicitors and accountants can help any business develop a stronger and more profitable proposition for clients. However while many people talk about it how many do it well?

Panacea Adviser and Glassagh Consulting in their next Bright talk TV session will outline the key steps to success in working with Solicitors and Accountants. It will cover:

- Making contact
- The nuts and bolts of working with solicitors and accountants
- The key opportunities not to miss
- Keeping it the relationship going.

This session which will last 45 minutes and is one not to miss and can help any business no matter their experience with strategic alliances.

Forging business relationships with like-minded fellow professionals can be one of the most empowering and profitable experiences of your business life.

A growing number of businesses do it well, some do it badly and sadly many more don’t do it at all.

Everyone in business needs to make the most of the opportunities available to them that means looking at new ways to increase revenue and maximise profits.

In the first of a 2-part series on developing strategic alliances, John Joe McGinley from Glassagh Consulting will look at:

Why strategic alliances can work for your business
How to develop a strong business network
The need for a strategic alliance plan
An eight-step approach to powerful and profitable strategic alliances.

In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to team up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

The way in which we communicate with friends, family and businesses has changed forever. We are now in the age of the instant like, dislike, friend and unfriend. An age where recommendations on your service and proposition are shared and discussed on social media such as Twitter, Facebook and LinkedIn.

How prepared is your business to promote your proposition in the digital age? John Joe McGinley from Glassagh Consulting and Panacea Adviser will outline in their next Bright Talk session.

This webcast will cover 10 ways in which every business, large or small, can effectively use social media to promote their proposition, communicate with clients and increase sales and client retention.

Q. What do you get when you take a commission-free world, stir in pensions freedoms, automatic enrolment, FAMR, some digital disruptors and now LISAs to the mix?

A. We can’t find anyone who has worked out the answer to that riddle.

These days, most people at least agree that the starting point has to be the customer. As a result, Panacea Adviser is delighted to team up with Holly Mackay from Boring Money for their next Bento for One Webcast.

Using data from the Boring Money website, YouGov, non-financial customer-facing businesses and financial providers, Boring Money will be discussing its first Census report. This report will provide unique insights into British savers and investors and can hopefully help answer that riddle. Or at least make a prediction.

In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

What is your business value proposition? Are you and your clients clear about the value you add? The answers to these 2 questions are key to the future profitability of your business.

Glassagh Consulting and Panacea Adviser in their next webinar will highlight the simple steps you can take to:

•Create a strong differentiation between you and your competitors.
•Increase not only the quantity but also the quality of prospective clients.
•Gain market share in your targeted segments.
•Improve your operation efficiency.
•Increase your revenue.
•Ensure that everyone in your company communicates the same message.

Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free ‘Better Business’ webcasts to support and educate advisers.

If you have clients who use your business on a regular basis find out how retainers can establish real and lasting value for your business and create customer loyalty.

Whilst retainers are commonplace in many service professions their adoption has been slow in financial services.

Panacea and Glassagh Consulting will explore with you:

- What a retainer programme could look like for your business
- The power of retainers in establishing long term client loyalty
- Why retainers makes you attractive as a strategic alliance for other professionals
- Why retainers can be your Trail of the future

In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have oncea gain teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

New technology and consumer behaviour are driving a socio-economic tsunami with the ascendancy of the informed consumer and the growing fashion of self-service. So, any individual or business that does not prepare for the changes it faces is in danger of missing out on the opportunities that every change always brings.

Remember, the asteroid that ended the world of the dinosaurs also allowed the rise of the mammals.

Change is a constant of life and business, so in this latest webscast, John Joe McGinley of Glassagh Consulting will provide some simple but effective techniques and tools to help you manage the stressful and sometimes time consuming experience it can bring.

Following on from January’s webcast on making New Year’s resolutions for 2016, Panacea Adviser has again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to invest your future.

How much time have you devoted to self improvement in the last six months?

If we neglect our own development, we could end up missing out on exciting opportunities. Simple changes now can make a big difference to our future.

John Joe McGinley from Glassagh Consulting will highlight the power of goals and show some simple tools that can help anyone kick start their goals and rediscover how effective goal setting can enhance their personal and business life.

Failure is not a single, cataclysmic event. People do not fail overnight. Failure is the inevitable result of an accumulation of poor thinking and poor choices. To put it more simply, failure is nothing more than a few errors in judgment repeated every day.

This webinar can help you develop the right habits for long term success.

Panacea Adviser has teamed up with Glassagh Consulting and Equifax Touchstone to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to prepare your business for 2016.

As we move into 2016 and with the sunset clause only a few months away, now is the time to look take a look at your business and how you can best prepare it, in order to get the most out of 2016.

The webcast will include three ‘resolutions' to consider:

1. I will get my data in order. Chris Park from Equifax Touchstone will cover how important it is to cleanse your client personal data as well as looking at new client profiling tools available to optimise marketing campaigns.

2. I will review my fees. Derek Bradley, CEO of Panacea Adviser will talk through Panacea’s latest poll results on fees that are being charged and how to maximise profitability

3. How I will communicate the right message to the right people at the right time. John Joe McGinley of Glassagh Consulting will discuss future trends and how to use client segmentation to make your communications more powerful in 2016 and beyond. This webcast will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.

A recent report suggested that nearly half of IFAs are recommending their clients invest in multi-asset investment funds. Increased market volatility appears to have resulted in more IFAs recommending these fund solutions. Despite their rising popularity, are multi-asset funds the panacea they appear to be? Are IFAs delegating too much responsibility for risk management and investment performance when opting for multi-asset funds, instead of constructing a portfolio of single-asset class funds? In this presentation, Martin will explore the arguments for and against the use of multi-asset funds for advised investment clients. His conclusions might surprise you.

With the recent rollercoaster ride that the Dow Jones Industrial Average has taken, much has been said about the future of the markets and where investors should put their money.

From multi-asset fund strategies to interest rate decisions, listen in as Lee Robertson, CEO & Chartered Wealth Manager at Investment Quorum, shares his thoughts on the current market situation and gives his tips on how to take these changes on in stride.

View the latest videos, webcasts, news and presentations from Panacea Adviser and partners.

This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts surrounding the FSA, Retail Distribution Review (RDR), FOS and features articles from Derek Bradley.

The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.